Structural, Process & Costing Report GaN-on-Silicon ...

5
COMPLETE TEARDOWN WITH: Detailed photos and identification Scanning Electron Microscope and Energy- Dispersive X-Ray analyses of transistor structures Transmission Electron Microscopy analysis of epitaxy layers Manufacturing process flow In-depth economic analysis Manufacturing cost breakdown Estimated sales price Comparison between EPC, Texas Instruments, Transphorm, GaN Systems, and Panasonic GaN-on-Silicon Transistor Comparison 2018 Title: GaN on Si Transistor Comparison 2018 Pages: 200 Date: April 2018 Format: PDF & Excel file Price: EUR 4,990 Bundle offer: with Power GaN 2017 Market and Technology Report by Yole Développement Dive deep into the technology and cost of GaN-on-silicon HEMTs from EPC, Transphorm, GaN Systems, Panasonic and Texas Instruments. switching transistors such as MOSFETs and IGBTs. Nevertheless, the technical details are still unsettled, with every manufacturer presenting its own solution to die design and packaging integration. This brings fierce competition, which will accelerate technical innovation and further lower prices. Moreover, GaN business models are still very different, and in the future we will see supply chain restructuring driven by the main cost factors. Manufacturers propose different approaches for epitaxy, gate structure, device design, and packaging, all focused on solving the problems linked to GaN’s intrinsic properties and its integration with silicon. In this report, System Plus Consulting presents an overview of the state of the art of GaN-on-silicon HEMTs to highlight the differences in design and manufacturing processes, and their impact on device size and production cost. We have analysed different devices at low and medium voltage from EPC, Texas Instruments, Panasonic, GaN Systems and Transphorm. The report includes detailed optical, Scanning Electron Microscope and Transmission Electron Microscope pictures of the packaging, the transistor structures and the epitaxy. This report provides an estimated production cost for the integrated circuit gate driver, transistor, and package. It also compares the different components available on the market. Structural, Process & Costing Report The market for GaN high-electron-mobility transistors (HEMTs) is very appealing, drawing in ever more manufacturers. This factor lowers prices, making GaN devices good competitors for the currently-used silicon-based power Reverse Costing®

Transcript of Structural, Process & Costing Report GaN-on-Silicon ...

Page 1: Structural, Process & Costing Report GaN-on-Silicon ...

COMPLETE TEARDOWN WITH:

• Detailed photos and identification

• Scanning Electron Microscope and Energy-Dispersive X-Ray analyses of transistor structures

• Transmission Electron Microscopy analysis of epitaxy layers

• Manufacturing process flow

• In-depth economic analysis

• Manufacturing cost breakdown

• Estimated sales price

• Comparison between EPC, Texas Instruments, Transphorm, GaN Systems, and Panasonic

GaN-on-Silicon Transistor Comparison 2018

Title: GaN on Si Transistor Comparison 2018

Pages: 200

Date: April 2018

Format: PDF & Excel file

Price: EUR 4,990

Bundle offer: with Power GaN2017 Market and Technology Report by Yole Développement

Dive deep into the technology and cost of GaN-on-silicon HEMTs from EPC, Transphorm, GaN Systems, Panasonic and Texas Instruments.

switching transistors such as MOSFETs and IGBTs.

Nevertheless, the technical details are still unsettled, with every manufacturerpresenting its own solution to die design and packaging integration. This brings fiercecompetition, which will accelerate technical innovation and further lower prices.Moreover, GaN business models are still very different, and in the future we will seesupply chain restructuring driven by the main cost factors. Manufacturers proposedifferent approaches for epitaxy, gate structure, device design, and packaging, allfocused on solving the problems linked to GaN’s intrinsic properties and itsintegration with silicon.

In this report, System Plus Consulting presents an overview of the state of the art ofGaN-on-silicon HEMTs to highlight the differences in design and manufacturingprocesses, and their impact on device size and production cost. We have analyseddifferent devices at low and medium voltage from EPC, Texas Instruments, Panasonic,GaN Systems and Transphorm. The report includes detailed optical, ScanningElectron Microscope and Transmission Electron Microscope pictures of thepackaging, the transistor structures and the epitaxy.

This report provides an estimated production cost for the integrated circuit gatedriver, transistor, and package. It also compares the different components availableon the market.

Structural, Process & Costing Report

The market for GaNhigh-electron-mobilitytransistors (HEMTs) isv e r y a p p e a l i n g ,drawing in ever moremanufacturers. Thisfactor lowers prices,making GaN devicesgood competitors forthe currently-usedsilicon-based power

Reverse Costing®

Page 2: Structural, Process & Costing Report GaN-on-Silicon ...

TABLE OF CONTENTS

Overview/Introduction

• Executive Summary

• Reverse Costing Methodology

Technology and Market

Company Profile

• EPC

• Texas Instruments

• Transphorm

• GaN Systems

• Panasonic

Physical Analysis

• Low Voltage

EPC: EPC1010, EPC2010C and EPC2045

Texas Instruments: LMG5200

• Medium Voltage

Transphorm: TPH3002PS, TPH3206PS and TPH3208PS

GaN Systems: GS66508P, GS66506T and GS66504B

Panasonic: PGA26E19BA

Texas Instruments: LMG3410

Transistor Manufacturing Process

• EPC

• Texas Instruments

• Transphorm

• GaN Systems

• Panasonic

Cost and Price Analysis

• Summary of the Cost Analysis

• Yield Explanations and Hypotheses

• Low Voltage

EPC: EPC1010, EPC2010C, EPC2045 and EPC2040

Texas Instruments: LMG5200

• Medium Voltage

Transphorm: TPH3002PS, TPH3206PS and TPH3208PS

GaN Systems: GS66508P, GS66506T and GS66504B

Panasonic: PGA26E19BA

Texas Instruments: LMG3410

Performed byPerformed by

AUTHORS:

Power Electronics and CompoundSemiconductors. Elena holds a Masterin Nano-technologies and a PhD inPower Electronics.

Dr. Elena Barbarini

Elena is in charge ofcosting analyses for

to setup its laboratory. He previouslyworked at Atmel NantesTechnological Analysis Laboratory asfab support in physical analysis, and atHirex Engineering in Toulouse.

YvonLe Goff(Lab)

Yvon has joined SystemPlus Consulting in 2011

ANALYSIS PERFORMED WITH OUR COSTING TOOLS POWER COSIM+, POWER PRICE+ AND IC PRICE+

System Plus Consulting offers powerfulcosting tools to evaluate theproduction cost & selling price fromsingle chip to complex structures.

POWER CoSim+ is a process basedcosting tool used to evaluate themanufacturing cost per wafer usingyour own inputs or using the pre-defined parameters included in thetool.

POWER Price+ is a parametric costingtool used to evaluate themanufacturing cost of devices usingfew process related inputs.

IC Price+ The tool performs thenecessary cost simulation of anyIntegrated Circuit: ASICs, micro-controllers, DSP, memories,smartpower.

Power CoSim+ Power Price+

semiconductors. She has deepknowledge of chemical and physicaltechnical analyses. She previouslyworked for 20 years at Atmel’s NantesLaboratory.

VéroniqueTroadec (Lab)

Véronique is in charge ofstructure analysis of

IC Price+

Page 3: Structural, Process & Costing Report GaN-on-Silicon ...

KEY FEATURES OF THE REPORT:• In-depth analysis of GaN’s penetration in different

applications • State-of-the-art GaN power devices

• Description of the GaN power industrial landscape, from epitaxy and device design to device processing

• Discussion of GaN power market dynamics, and more.

COMPLEMENTARY REPORT

Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends– by Yole DéveloppementThe GaN power device supply chain is acting to support market growth.

Bundle offer possible for the GaN on Si Transistor Comparison 2018 Report by SystemPlus Consulting, contact us for more information.

RELATED REPORTS

ANNUAL SUBSCRIPTION OFFER

You can choose to buy over 12 months a set of 3, 4, 5, 7, 10 or

15 Reverse Costing® reports.

Up to 47% discount!

• MEMS & Sensors:

Accelerometer - Environment - Fingerprint -Gas - Gyroscope - IMU/Combo - Microphone -Optics - Oscillator - Pressure

• Power:

GaN - IGBT - MOSFET - Si Diode - SiC

• Imaging: Camera - Spectrometer

• LED & Laser:

UV LED - VCSEL - White/blue LED

Each year System Plus Consulting releases a comprehensive collection of new reverse engineering & costinganalyses in various domains.

• Packaging:

3D Packaging - Embedded - SIP - WLP

• Integrated Circuits :

IPD - Memories - PMIC - SoC

• RF:

FEM - Duplexer

• Systems:

Automotive - Consumer - Energy -Telecom

Performed by

More than 60 reports released each year on the following topics (considered for 2018):

Texas Instruments LMG3410 -600V GaN FET Power Stage

EPC2045 100V GaN-on-Silicon Transistor

Panasonic 600V GaN HEMT PGA26E19BA

The first high-voltage driver-integrated solution, from TexasInstruments.

Take a look at the fifth generation ofEPC’s low voltage transistor.

Panasonic adopts a DFN 8x8 packagefor its normally-off GaN HEMTstructure.

Pages: 100Date: July 2017Full report: EUR 3,490*

Pages: 82Date: September 2017Full report: EUR 3,490*

Pages: 72Date: May 2017Full report: EUR 3,290*

Page 4: Structural, Process & Costing Report GaN-on-Silicon ...

ORDER FORM

Performed by

DELIVERY on receipt of payment:

By credit card:Number: |__|__|__|__| |__|__|__|__| |__|__|__|__| |__|__|__|__|

Expiration date: |__|__|/|__|__| Card Verification Value: |__|__|__|

By bank transfer:HSBC - CAE- Le Terminal -2 rue du Charron - 44800 St Herblain FranceBIC code: CCFRFRPP

In EURBank code : 30056 - Branch code : 00955 - Account : 09550003234 IBAN: FR76 3005 6009 5509 5500 0323 439

In USDBank code : 30056 - Branch code : 00955 - Account : 09550003247 IBAN: FR76 3005 6009 5509 5500 0324 797

Return order by: FAX: +33 2 53 55 10 59MAIL: SYSTEM PLUS CONSULTING

22, bd Benoni Goullin, Nantes Biotech44200 Nantes – France

Contact: EMAIL: [email protected]: +33 2 40 18 09 16

BILLING CONTACT

ABOUT SYSTEM PLUS CONSULTING

Name (Mr/Ms/Dr/Pr):......................................................................................Job Title:......................................................................................Company:......................................................................................Address:......................................................................................City: State:......................................................................................Postcode/Zip:......................................................................................Country:......................................................................................VAT ID Number for EU members: ......................................................................................Tel:......................................................................................Email:.....................................................................................

Date:.......................................................................................Signature:......................................................................................

First Name: ..................................................................Last Name: ...................................................................Email:............................................................................Phone:...........................................................................

SHIP TO PAYMENT

Please process my order for :

GaN on Si Transistor Comparison 2018 Structural, Process & Costing Report: EUR 4,990*

Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends Report by Yole Développement: EUR 6,490*

Bundle offer possible for the two below reports, contact us for more information

System Plus Consulting is specialized in the cost analysis of electronics from semiconductor devices to electronic systems. A complete range of services and costing tools to provide in-depth production cost studies and to estimate the objective selling price of a product is available.

Our services:

TECHNOLOGY ANALYSIS - COSTING SERVICES - COSTING TOOLS - TRAININGS

www.systemplus.fr - [email protected]

*For price in dollars please use the day’s exchange rate *All reports are delivered electronically in pdf format *For French customer, add 20 % for VAT*Our prices are subject to change. Please check our new releases and price changes on www.systemplus.fr. The present document is valid 6 months after its publishing date: April 2018

Ref.: SP18365

Ref.: YDPE17044

Page 5: Structural, Process & Costing Report GaN-on-Silicon ...

TERMS AND CONDITIONS OF SALES

1.INTRODUCTIONThe present terms and conditions apply to the offers, sales and deliveries of services managed by System Plus Consultingexcept in the case of a particular written agreement.Buyer must note that placing an order means an agreement without any restriction with these terms and conditions.

2.PRICESPrices of the purchased services are those which are in force on the date the order is placed. Prices are in Euros and workedout without taxes. Consequently, the taxes and possible added costs agreed when the order is placed will be charged onthese initial prices.System Plus Consulting may change its prices whenever the company thinks it necessary. However, the company commitsitself in invoicing at the prices in force on the date the order is placed.

3.REBATES and DISCOUNTSThe quoted prices already include the rebates and discounts that System Plus Consulting could have granted according to thenumber of orders placed by the Buyer, or other specific conditions. No discount is granted in case of early payment.

4.TERMS OF PAYMENTSystem Plus Consulting delivered services are to be paid within 30 days end of month by bank transfer except in the case of aparticular written agreement.If the payment does not reach System Plus Consulting on the deadline, the Buyer has to pay System Plus Consulting a penaltyfor late payment the amount of which is three times the legal interest rate. The legal interest rate is the current one on thedelivery date. This penalty is worked out on the unpaid invoice amount, starting from the invoice deadline. This penalty issent without previous notice.When payment terms are over 30 days end of month, the Buyer has to pay a deposit which amount is 10% of the total

invoice amount when placing his order.

5. OWNERSHIPSystem Plus Consulting remains sole owner of the delivered services until total payment of the invoice.

6.DELIVERIESThe delivery schedule on the purchase order is given for information only and cannot be strictly guaranteed. Consequentlyany reasonable delay in the delivery of services will not allow the buyer to claim for damages or to cancel the order.

7.ENTRUSTED GOODS SHIPMENTThe transport costs and risks are fully born by the Buyer. Should the customer wish to ensure the goods against lost ordamage on the base of their real value, he must imperatively point it out to System Plus Consulting when the shipment takesplace. Without any specific requirement, insurance terms for the return of goods will be the carrier current ones(reimbursement based on good weight instead of the real value).

8.FORCE MAJEURESystem Plus Consulting responsibility will not be involved in non execution or late delivery of one of its duties described inthe current terms and conditions if these are the result of a force majeure case. Therefore, the force majeure includes allexternal event unpredictable and irresistible as defined by the article 1148 of the French Code Civil?

9.CONFIDENTIALITYAs a rule, all information handed by customers to system Plus Consulting are considered as strictly confidential.A non-disclosure agreement can be signed on demand.

10.RESPONSABILITY LIMITATIONThe Buyer is responsible for the use and interpretations he makes of the reports delivered by System Plus Consulting.Consequently, System Plus Consulting responsibility can in no case be called into question for any direct or indirect damage,financial or otherwise, that may result from the use of the results of our analysis or results obtained using one of our costingtools.

11.APPLICABLE LAWAny dispute that may arise about the interpretation or execution of the current terms and conditions shall be resolvedapplying the French law.It the dispute cannot be settled out-of-court, the competent Court will be the Tribunal de Commerce de Nantes.

Performed by